Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Theodore Grau is a financial advisor who has been working in the industry since 2009. Brett is currently registered with Schwab Wealth Advisory, Inc. and is licensed in Colorado and Texas. Brett has experience in a variety of areas, including financial planning, portfolio management, and investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
CO
04/14/2022 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
01/25/2011 - 08/13/2013
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
FL
09/11/2008 - 06/23/2010
ASSENT LLC (FORT LAUDERDALE FL)
BOTH
Issued 11/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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